Atticus Wealth Management
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Atticus Wealth Management’s McDonald's MCD Stock Holding History

Atticus Wealth Management’s Portfolio MCD Stock Details MCD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$460K Sell
1,992
-1
-0.1% -$263 0.1% 118
2026
Q2 		$539K Sell
1,993
-122
-6% -$35K 0.13% 101
2026
Q1 		$657K Sell
2,115
-489
-19% -$156K 0.18% 91
2025
Q4 		$796K Sell
2,604
-11
-0.4% -$3.37K 0.2% 78
2025
Q3 		$795K Sell
2,615
-137
-5% -$41.7K 0.2% 70
2025
Q2 		$804K Buy
2,752
+64
+2% +$19.7K 0.22% 62
2025
Q1 		$840K Buy
2,688
+313
+13% +$93.6K 0.27% 50
2024
Q4 		$689K Sell
2,375
-589
-20% -$176K 0.21% 58
2024
Q3 		$903K Buy
2,964
+494
+20% +$136K 0.29% 46
2024
Q2 		$629K Sell
2,470
-954
-28% -$253K 0.21% 57
2024
Q1 		$965K Buy
3,424
+181
+6% +$52.6K 0.32% 45
2023
Q4 		$962K Buy
3,243
+183
+6% +$49.8K 0.34% 43
2023
Q3 		$806K Buy
3,060
+27
+0.9% +$7.7K 0.31% 47
2023
Q2 		$905K Sell
3,033
-152
-5% -$44.2K 0.33% 41
2023
Q1 		$891K Buy
3,185
+776
+32% +$208K 0.34% 44
2022
Q4 		$635K Buy
2,409
+267
+12% +$70.4K 0.26% 70
2022
Q3 		$529K Hold
2,142
– – 0.26% 58
2022
Q2 		$529K Buy
2,142
+745
+53% +$183K 0.22% 70
2022
Q1 		$345K Sell
1,397
-94
-6% -$23.4K 0.13% 104
2021
Q4 		$400K Buy
1,491
+298
+25% +$75.2K 0.16% 89
2021
Q3 		$288K Sell
1,193
-439
-27% -$105K 0.13% 86
2021
Q2 		$377K Buy
1,632
+2
+0.1% +$465 0.16% 82
2021
Q1 		$365K Buy
1,630
+7
+0.4% +$1.5K 0.17% 79
2020
Q4 		$348K Buy
1,623
+10
+0.6% +$2.18K 0.18% 74
2020
Q3 		$354K Buy
1,613
+116
+8% +$23.8K 0.21% 63
2020
Q2 		$276K Sell
1,497
-47
-3% -$8.62K 0.18% 73
2020
Q1 		$255K Sell
1,544
-150
-9% -$29.6K 0.21% 67
2019
Q4 		$335K Buy
+1,694
New +$336K 0.21% 63

Other funds holding MCD

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Atticus Wealth Management's MCD Position: Q3 2026 in Review

Atticus Wealth Management reduced its McDonald's (MCD) stake by 0.05% in Q3 2026, selling an estimated $263 and leaving 1,992 shares worth $460K. The position accounts for 0.1% of the portfolio, ranked #118.

Atticus Wealth Management first reported a position in MCD in Q4 2019 and has held it in 28 quarters since. The position peaked at $965K in Q1 2024. 2,123 funds tracked by Wall St. Rank hold MCD as of Q3 2026.

  • Atticus Wealth Management held 1,992 shares of McDonald's worth $460K as of Q3 2026.
  • Atticus Wealth Management sold 1 McDonald's share in Q3 2026, an estimated $263.
  • McDonald's made up 0.1% of Atticus Wealth Management's portfolio in Q3 2026, its #118 holding.
  • Atticus Wealth Management first reported a position in McDonald's in Q4 2019 and has held it in 28 quarters since.
  • Atticus Wealth Management's McDonald's position peaked at $965K in Q1 2024.
  • 2,123 funds tracked by Wall St. Rank held McDonald's as of Q3 2026.

Based on Atticus Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.